Lifestyle & Mindset
Fiscal Fridays Is Here: A Live Retirement Show Like Nothing You've Seen Before
Tomorrow morning, the cameras roll on a brand new live retirement show in Scottsdale. Here's what to expect from Fiscal Fridays.
inheritance planning
From My Jeep to Your Journey: Why Retirement Planning is Like Building a Mountain Stairway
Sometimes the best retirement planning insights come from hauling rocks and clearing brush on a mountain property outside Payson.
Retirement Income
Why Some Retirees Split Their Money Three Ways (And Sleep Better Because of It)
A client with a serious health diagnosis asked how to protect her retirement. Here's the strategy that gave her peace of mind.
Lifestyle & Mindset
Why Am I Me? Spooked by Technology!
From IBM Selectric typewriters to smartphones, one advisor shares his journey adapting to tech changes and why it makes us who we are.
Success Stories
Three Things Success Story: How One Advisor Simplified Retirement Planning
Alma discovered that Medicare, Social Security, and 401k planning don't require three different advisors when her friend shared her retirement readiness secret.
Retirement Income
We Are Your Anchor in Uncertain Times
The world feels like it's spinning faster than ever, but amidst the whirlwind, we're your anchor.